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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

718 hedge funds and large institutions have $16.9B invested in iShares Core S&P US Value ETF in 2025 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 256 increasing their positions, 239 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
718
Holders Change
-3
Holders Change %
-0.42%
% of All Funds
9.62%
Holding in Top 10
49
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.92%
% of All Funds
0.66%
New
57
Increased
256
Reduced
239
Closed
47
Calls
$284K
Puts
–
Net Calls
+$284K
Net Calls Change
+$7K

Top Buyers

1
KIM
Kestra Investment Management
Texas
+$284M
2
Bank of America
Bank of America
North Carolina
+$208M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$81.7M
4
LPL Financial
LPL Financial
California
+$71.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$61.8M

Top Sellers

1
CM
Churchill Management
California
-$173M
2
VWM
Venturi Wealth Management
Texas
-$75.7M
3
BlackRock
BlackRock
New York
-$73.4M
4
Corient Private Wealth
Corient Private Wealth
Florida
-$32.8M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$24.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
101
Stratos Wealth Partners
Ohio
$11.8M +$115K +1,216 +1%
Truist Financial
102
Truist Financial
North Carolina
$11.7M -$8.23K -87 -0.1%
AWA
103
Amplius Wealth Advisors
Pennsylvania
$11.5M -$8.14K -86 -0.1%
CAC
104
Certified Advisory Corp
Florida
$11.4M +$68.7K +726 +0.6%
NA
105
NewEdge Advisors
Louisiana
$11.3M +$7.52M +79,492 +197%
GFA
106
Gallagher Fiduciary Advisors
Illinois
$11.1M +$229K +2,417 +2%
MWM
107
Modern Wealth Management
Kansas
$11.1M +$1.68M +17,795 +18%
SF
108
Symphony Financial
Texas
$11.1M +$533K +4,838 +5%
KAS
109
Kestra Advisory Services
Texas
$11M +$429K +4,538 +4%
EWA
110
ERTS Wealth Advisors
Michigan
$10.8M -$531K -5,607 -5%
TIM
111
Tortoise Investment Management
New York
$10.8M -$573K -6,051 -5%
UCFA
112
United Capital Financial Advisors
Texas
$10.8M -$151K -1,599 -1%
LFS
113
Lutz Financial Services
Nebraska
$10.7M +$198K +2,097 +2%
MSFS
114
Main Street Financial Solutions
Pennsylvania
$10.6M +$1.59M +16,777 +18%
IWC
115
Integrated Wealth Concepts
Massachusetts
$10.2M +$14.2K +150 +0.1%
DAS
116
Dynamic Advisor Solutions
Arizona
$9.89M +$310K +3,281 +3%
RSWA
117
Robinson Smith Wealth Advisors
Maine
$9.56M -$19.8K -209 -0.2%
Charles Schwab
118
Charles Schwab
California
$9.53M -$689K -7,282 -7%
QC
119
Quent Capital
New York
$9.45M -$328K -3,465 -3%
Mariner
120
Mariner
Kansas
$9.27M +$687K +7,256 +8%
IA
121
Integrity Alliance
Iowa
$9.14M +$207K +2,183 +2%
SC
122
Sapient Capital
Indiana
$9.05M +$16.8K +177 +0.2%
SC
123
Savant Capital
Illinois
$8.88M -$1.19M -12,574 -12%
Mercer Global Advisors
124
Mercer Global Advisors
Colorado
$8.68M -$24.3M -256,550 -74%
FC
125
Financial Council
Maryland
$8.65M +$15K +158 +0.2%
3 4
5
6 7